Senior Relationship Manager: Affluent Wealth & Investments

DBS Bank Ltd

Kota Semarang

On-site

IDR 250,000,000 - 450,000,000

Full time

44 hours ago
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Job summary

DBS Bank Ltd Semarang is seeking a Relationship Manager to advise affluent clients on wealth planning and investment strategies within our consumer banking framework. You will build and nurture client relationships, actively acquire new-to-bank clients, and conduct regular portfolio reviews to ensure financial objectives align with market conditions.

The role is based at the Semarang Branch and offers opportunities to collaborate across product lines.

Qualifications

  • Bachelor’s degree in Business, Finance, or related field.
  • Relevant professional certifications in financial advisory and wealth management.
  • Demonstrated experience in financial sales, relationship management, or wealth advisory.
  • Strong knowledge of financial markets, wealth management products, and investment instruments.
  • Excellent interpersonal, analytical, and client-focused communication skills.

Responsibilities

  • Manage and nurture relationships with affluent clients.
  • Actively acquire new-to-bank clients and expand the portfolio.
  • Conduct regular portfolio reviews to ensure clients' objectives align with market conditions.
  • Collaborate with product specialists to deliver investment, insurance, and treasury solutions.
  • Maintain high standards of compliance, control, and operational integrity.

Skills

Relationship management
Sales & advisory
Analytical thinking
Communication

Education

Bachelor's degree in Business/Finance
Relevant financial certifications

Job description

DBS Bank Ltd Semarang is seeking a Relationship Manager to advise affluent clients on wealth planning and investment strategies within our consumer banking framework. You will build and nurture client relationships, actively acquire new-to-bank clients, and conduct regular portfolio reviews to ensure financial objectives align with market conditions.

The role is based at the Semarang Branch and offers opportunities to collaborate across product lines.

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